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Westwood Holdings Group

WHG

Market cap $180M

18.85 USD

-0.20

1.05%

At close Updated Sep 4, 4:00 PM EDT

1 day

-1.05%

5 days

-4.65%

1 month

-2.13%

3 months

11.41%

6 months

7.65%

Year to date

6.92%

1 year

8.15%

5 years

-14.32%

10 years

-62.25%

About: Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.

Employees: 148

Financials Asset Management

News

Positive

Neutral

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Sentiment 3-Months

Positive 0%

Neutral 100%

Negative 0%

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange

DALLAS, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a leading boutique asset manager, today announced plans to launch the Westwood Salient Enhanced Power & Infrastructure ETF (TXSE: PWRX) on September 17, 2026. PWRX will be the first new ETF to launch on the Texas Stock Exchange (TXSE).

Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange

Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets

DALLAS, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group(NYSE: WHG) (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced that the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) has surpassed $100 million in assets under management. The milestone reflects growing advisor and investor demand for a strategy that pairs dividend yield and options premiums from covered calls with the potential for equity appreciation across the energy sector.

Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets

Westwood Holdings Group Q2 Earnings Call Highlights

Westwood Holdings Group NYSE: WHG reported second-quarter 2026 revenue of $25.3 million, up from $23.1 million a year earlier and roughly level with $25 million in the first quarter, as growth in its exchange-traded fund and private energy secondaries businesses supported results.

Westwood Holdings Group Q2 Earnings Call Highlights

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

Westwood Holdings Group, Inc. (WHG) Q2 2026 Earnings Call Transcript

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast

DALLAS, July 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, August 6, 2026. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Holdings Group, Inc. to Host Second Quarter 2026 Conference Call/Webcast

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, July 08, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) , Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs , these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

DALLAS, May 06, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors.

Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)

Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript

Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript

Westwood Holdings Group, Inc. (WHG) Q1 2026 Earnings Call Prepared Remarks Transcript

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